Kingsguard Capital offers investment management services, often using sub-advisors like AE Wealth Management or acting as a co-advisor with Change Path or Gradient Investments. They determine investment goals and risk tolerance to create suitable strategies. Kingsguard Capital also recommends third-party managers. They hold educational seminars. The firm is fee-based and also sells insurance products for commissions through Kingsguard Capital LLC and Reliant Retirement Corporation.
Assets Under Management$19M
Clients100
Advisors2
Avg. per Client$190K
Avg. per Advisor$9.4M
Fee Structure
Investment management only (planning not offered)
Kingsguard Capital offers investment management services. Here's how the fees work:
- Direct Asset Management: 1.0% annually. If Kingsguard Capital uses sub-advisors like AE Wealth Management, you'll pay an additional 0.60% annually to AEWM.
- Co-Advisor with Change Path: Fees are negotiable, up to 1.70% annually. Total fees, including Change Path's fees, won't exceed 2.25% annually. Change Path also charges a platform fee (up to 0.55% for ETF-only accounts, up to 0.75% for UMA integrated accounts, or $6.25/month for non-managed accounts).
- Co-Advisor with Gradient Investments: 1.60% annually for Strategic, Tactical, and Allocation & Defined Outcome Portfolios. 1.00% annually for Preservation Portfolios.
Fees are negotiable and billed monthly or quarterly in arrears.
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